Antonelli Financial Advisors, LLC
● SEC registered since 2024CRD 286452SEC# 801-129831Grosse Pointe, MI
Reg. AUM
$229.1M
Employees
4
Accounts
604
Location
Grosse Pointe, MI
Antonelli Financial Advisors, LLC assets under management
Antonelli Financial Advisors, LLC is an SEC-registered investment adviser based in Grosse Pointe, MI. The firm has been registered since 2024. It reports $229.1 million in regulatory assets under management and employs 4 people.
Antonelli Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Suzanne Marie Antonelli Control | Ceo, Cco | Over 75% | 2016 |
Frequently asked questions
How much does Antonelli Financial Advisors, LLC manage?
Antonelli Financial Advisors, LLC reports $229.1 million in regulatory assets under management on its Form ADV.
How many employees does Antonelli Financial Advisors, LLC have?
Antonelli Financial Advisors, LLC reports 4 employees.
Where is Antonelli Financial Advisors, LLC located?
Antonelli Financial Advisors, LLC is based in Grosse Pointe, MI and has been SEC-registered since 2024.
Does Antonelli Financial Advisors, LLC disclose fund performance?
Antonelli Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16824 Kercheval Place, Suite 202, Grosse Pointe, MI 48230 |
| Phone | 313-290-2602 |
| Office hours | 9:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$229.1M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$229.1Mregulatory AUM
Discretionary $229.1M